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March 11th - New Attorney Round Table: International and Cross-Border Estate Planning Issues
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Don’t Shy Away: International and Cross-Border Estate Planning Issues to Consider in Client Intake

3/11/2020
When: March 11, 2020
12:00 Noon - 1:30 PM
Where: Berliner Cohen
10 S. Almaden Blvd #1100
San Jose, California  95113
United States
Presenter: Brian L. Shetler
Contact: Danielle L. deMartino
408-918-9030

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New Attorney Round Table and Brown Bag Lunch: 
Don’t Shy Away: International and Cross-Border Estate Planning Issues to Consider in Client Intake

This event is now sold out!

These days, it is becoming less and less common for new clients to arrive at your office with California-only estate planning needs.  While their California needs might be straight-forward, there are often foreign or cross-border needs that require assistance by others.  The last thing you should do in client intake is shy away from asking about assets or circumstances that raise international and cross-border estate planning issues.  They can only come back to bite the client’s estate (and possibly you) if they are not addressed.  These issues include the following:

  • avoiding accidental foreign trusts
  • spotting needs for carve-outs for non-California assets
  • identifying likely reporting requirement issues that require immediate or future CPA assistance
  • dealing in practical ways with choosing intended beneficiaries and fiduciaries in other jurisdictions
  • identifying and working with professionals in other jurisdictions

When: Wednesday, March 11, 2020; 12-1:30pm
Where: Berliner Cohen, 10 S. Almaden Blvd #1100, San Jose, CA 95113

Presenter: Brian L. Shetler
Cost: Free for SVBA Members; $25 for non-SVBA Members
MCLE: 1 Hour

Note: There will be a general question and answer session immediately following the presentation, from 1-1:30pm. Questions can be on any topic. If you have specific questions for the Round Table discussion, please contact: Danielle L. deMartino at dldemartino@wealthplan.com

Online registration, in advance of the event, is strongly recommended as seating is limited.

The New Attorney Round Tables are presentations oriented towards attorneys with three or less years of experience in trusts, estates and probate, but all are welcome. Presentations are generally held the second Wednesday of each month.

more Calendar

10/8/2020
October 8th Webinar: Tips for (Successfully) Filing Limited Conservatorship

10/22/2020
October 22nd Webinar: Cross-Border Issues for California Trust & Estate Planning

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